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CAVA Group
CAVA

138 hedge funds and large institutions have $2.32B invested in CAVA Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 25

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

55% more funds holding

Funds holding: 89 → 138 (+49)

3.35% more ownership

Funds ownership: 63.13% → 66.48% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less capital invested

Capital invested by funds: $2.88B → $2.32B (-$563M)

40% less call options, than puts

Call options by funds: $43.2M | Put options by funds: $71.9M

Holders
138
Holders Change
+49
Holders Change %
+55.06%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
36
Reduced
20
Closed
25
Calls
$43.2M
Puts
$71.9M
Net Calls
-$28.7M
Net Calls Change
-$28.8M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$90.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$27.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$24.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.9M
3
N
Nuveen
North Carolina
-$19.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$14.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.69M +$3.23M +73,997 +51%
Jane Street
27
Jane Street
New York
$6.52M +$8.91M +204,251 +2,400%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$6.47M +$9.21M +211,118 New
State Street
29
State Street
Massachusetts
$5.56M +$7.92M +181,567 New
WAM
30
Weiss Asset Management
Massachusetts
$4.95M +$7.06M +161,700 New
DSCM
31
Divisadero Street Capital Management
Florida
$4.9M +$6.98M +160,000 New
CCM
32
Cadian Capital Management
New York
$4.59M +$6.55M +150,000 New
Charles Schwab
33
Charles Schwab
California
$3.73M +$5.31M +121,748 New
DCP
34
Durable Capital Partners
Maryland
$3.6M -$3.6M -82,558 -41%
LCM
35
Laurion Capital Management
New York
$3.34M +$4.75M +108,895 New
FCM
36
Frontier Capital Management
Massachusetts
$2.88M +$4.1M +93,882 New
GCM
37
Ghisallo Capital Management
Massachusetts
$2.61M – – –
Wells Fargo
38
Wells Fargo
California
$2.41M +$2.95M +67,588 +610%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$1.94M +$2.76M +63,239 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.85M +42,495 +221%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.82M +$2.59M +59,340 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.79M +$2.56M +58,596 New
TC
43
TwinBeech Capital
New York
$1.72M +$2.45M +56,090 New
Northern Trust
44
Northern Trust
Illinois
$1.61M +$2.29M +52,549 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.53M +$2.18M +50,000 New
PAG
46
Private Advisor Group
New Jersey
$1.49M +$1.65M +37,801 +344%
UBS Group
47
UBS Group
Switzerland
$1.47M +$2.08M +47,709 +38,167%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.42M +$1.28M +29,358 +173%
Bank of America
49
Bank of America
North Carolina
$1.39M +$1.37M +31,435 +226%
LPL Financial
50
LPL Financial
California
$1.33M +$1.46M +33,394 +330%
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CAVA Hedge Fund Activity: Q3 2023 in Review

138 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q3 2023, worth a combined $2.32B — down 20% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CAVA positions and 25 closed out — a net gain of 49 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.1M.

  • 138 institutional investors held CAVA Group (CAVA) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $2.32B of CAVA Group stock for Q3 2023, down 20% quarter-over-quarter.
  • 74 funds opened new CAVA Group positions in Q3 2023 and 25 closed out, a net change of +49 holders.
  • The largest CAVA Group buyer in Q3 2023 was Capital International Investors, an estimated $90.7M added.
  • The largest CAVA Group seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q3 2023.